Position in BX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$387,134
+$6,058 QoQ
Shares Held
3,290
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#139
of 216 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lantz Financial LLC holds $8,124,211 across 9 Asset Management names. BX ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
21,355 | $3,712,353 | |
| 2 | TROW |
Price T Rowe Group Inc
|
15,130 | $1,720,129 | |
| 3 | ARCC |
Ares Capital Corp
|
56,382 | $1,044,758 | |
| 4 | BX |
Blackstone Inc.
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|
3,290 | $387,134 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
40,147 | $370,155 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
14,000 | $287,840 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
21,063 | $247,279 | |
| 8 | PFG |
Principal Financial Group Inc
|
2,055 | $221,487 |
All Filings in BX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,134 | 3,290 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $381,076 | 3,314 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $529,162 | 3,433 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $609,080 | 3,565 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $438,269 | 2,930 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $407,738 | 2,917 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $500,190 | 2,901 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $437,951 | 2,860 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $341,935 | 2,762 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $324,746 | 2,472 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $320,754 | 2,450 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $265,278 | 2,476 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $225,080 | 2,421 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $210,816 | 2,400 | Shares | Sole | 2023-04-10 | |
| 2022-09-30 | $215,694 | 2,577 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $239,569 | 2,626 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $352,385 | 2,776 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||